A Time To Give Thanks

As Thanksgiving approaches, I think about what I have to be thankful for and the traditions that surround this wonderful holiday.

One of the things that I am thankful for is being able to help people navigate the maze of retirement and give them options that traditionally they don’t hear about or consider.

I am thankful that I can help my clients decide when and how to take Social Security, educate them on Medicare, how to plan for long-term care, and of course the importance of retirement income planning.

I am thankful that I can offer my clients safety from market risk and inflation risk.  I am grateful that I can provide the 100% protection of their principal which means no matter what the market does my clients will not lose ONE PENNY!

I am thankful that I can offer my clients guaranteed income for life; regardless of what the market does.

I am thankful that I can offer my clients so many choices that we can indeed build a plan that perfectly fits their needs; choices of perhaps taking a product that provides a 15% bonus, the opportunity to occasionally earn returns of 6,7, or even 9% – again without market risk!  Choices to have protection against inflation, double or even triple their death benefit.  Options that will help pay for long-term care without the high cost of long-term care insurance.

The most significant reward I get is when I get to sit down with a client and say “Congratulations, you have won the retirement game.  You can retire with confidence and with peace of mind.”

I have a unique job, a job that requires people to trust me with their hard earned, long saved, retirement account.  It is a privilege and honor to have that trust, and for that, I am also so very thankful.

I wish you all a Happy and blessed Thanksgiving.